Purchases and Sales Made in Q2 2025 in Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC) during Q2 2025. The information is specifically focused on institutions that hold shares of MARSH & MCLENNAN COMPANIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-21- 1.95% |
$4.45K - $5.13K
|
1.06K
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-22- 19.13% |
$4.67K - $5.37K
|
93
$18.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-22- 31.43% |
$4.67K - $5.37K
|
48
$9.48K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-22- 0.63% |
$4.67K - $5.37K
|
3.48K
$687K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-23- 3.8% |
$4.88K - $5.62K
|
582
$115K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-23- 0.76% |
$4.88K - $5.62K
|
2.99K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-23- 2.23% |
$4.88K - $5.62K
|
1.01K
$199K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-24- 1.38% |
$5.09K - $5.86K
|
1.71K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-25- 1.94% |
$5.3K - $6.11K
|
1.27K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-26- 5.79% |
$5.51K - $6.35K
|
423
$83.5K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-26- 2.85% |
$5.51K - $6.35K
|
887
$175K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-26- 0.19% |
$5.51K - $6.35K
|
13.6K
$2.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27- 2.21% |
$5.73K - $6.6K
|
1.19K
$235K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-27- 2.63% |
$5.73K - $6.6K
|
998
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-27- 0.54% |
$5.73K - $6.6K
|
5.02K
$990K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-28- 1.38% |
$5.94K - $6.84K
|
2K
$394K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-29- 0.43% |
$6.15K - $7.08K
|
6.78K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-29- 1.65% |
$6.15K - $7.08K
|
1.73K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-29- 11.03% |
$6.15K - $7.08K
|
234
$46.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30- 0.03% |
$6.36K - $7.33K
|
98.8K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-31- 0.48% |
$6.58K - $7.57K
|
6.49K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-33- 2.3% |
$7K - $8.06K
|
1.4K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-36- 8.55% |
$7.64K - $8.79K
|
385
$76K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 2.67% |
$7.64K - $8.79K
|
1.31K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-37- 2.2% |
$7.85K - $9.04K
|
1.64K
$325K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-38- 1.78% |
$8.06K - $9.28K
|
2.1K
$414K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-39- 1.8% |
$8.27K - $9.53K
|
2.13K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-41- 5.92% |
$8.7K - $10K
|
651
$129K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-41- 2.61% |
$8.7K - $10K
|
1.53K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-43- 4.16% |
$9.12K - $10.5K
|
990
$195K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-43- 1.75% |
$9.12K - $10.5K
|
2.41K
$476K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-44- 3.58% |
$9.33K - $10.7K
|
1.19K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-45- 1.03% |
$9.54K - $11K
|
4.34K
$856K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-45- 0.41% |
$9.54K - $11K
|
10.9K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-45- 2.42% |
$9.54K - $11K
|
1.81K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-47- 0.9% |
$9.97K - $11.5K
|
5.15K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 0.13% |
$10.6K - $12.2K
|
39.1K
$7.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-50- 1.85% |
$10.6K - $12.2K
|
2.65K
$523K
|
|
|
Aug 06, 2025
Q2 2025
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 1.72% |
$10.6K - $12.2K
|
2.85K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-50- 4.45% |
$10.6K - $12.2K
|
1.07K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-50- 2.38% |
$10.6K - $12.2K
|
2.05K
$404K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-52- 1.4% |
$11K - $12.7K
|
3.67K
$724K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-55- 1.19% |
$11.7K - $13.4K
|
4.57K
$902K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-55- 1.66% |
$11.7K - $13.4K
|
3.26K
$643K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-55- 1.67% |
$11.7K - $13.4K
|
3.24K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 2.39% |
$11.7K - $13.4K
|
2.25K
$444K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-55- 0.39% |
$11.7K - $13.4K
|
13.9K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-56- 4.49% |
$11.9K - $13.7K
|
1.19K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-57- 21.67% |
$12.1K - $13.9K
|
206
$40.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-58- 3.46% |
$12.3K - $14.2K
|
1.62K
$319K
|